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Portfolio (Quarterly) Guide ↗

RAM Investment Partners, LLC

· CIK 0001989672
13F Portfolio $553M AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 117 New
Page 6 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 T AT&T INC Communication Services 7,314.0 $182K 0.03% NEW $24.84 -3.3%
102 DAVA ENDAVA PLC Technology 26,601.0 $168K 0.03% NEW $6.32 -39.2%
103 XOM EXXON MOBIL CORP Energy 1,391.0 $167K 0.03% NEW $120.34 +31.2%
104 TMUS T-MOBILE US INC Communication Services 773.0 $157K 0.03% NEW $203.04 -8.8%
105 CTAS CINTAS CORP Industrials 830.0 $156K 0.03% NEW $188.07 -10.5%
106 TMO THERMO FISHER SCIENTIFIC INC Healthcare 265.0 $154K 0.03% NEW $579.45 -24.4%
107 ADP AUTOMATIC DATA PROCESSING IN Industrials 585.0 $151K 0.03% NEW $257.42 -13.4%
108 AXP AMERICAN EXPRESS CO Financial Services 369.0 $137K 0.03% NEW $369.95 -15.6%
109 AMD ADVANCED MICRO DEVICES INC Technology 636.0 $136K 0.03% NEW $214.27 +96.5%
110 CSX CSX CORP Industrials 3,702.0 $134K 0.02% NEW $36.25 +26.0%
111 MU MICRON TECHNOLOGY INC Technology 450.0 $128K 0.02% NEW $285.41 +153.9%
112 CAT CATERPILLAR INC Industrials 211.0 $121K 0.02% NEW $572.87 +50.8%
113 BAC BANK AMERICA CORP Financial Services 2,060.0 $113K 0.02% NEW $55.00 -9.5%
114 CSCO CISCO SYS INC Technology 1,351.0 $104K 0.02% NEW $77.03 +53.5%
115 RTX RTX CORPORATION Industrials 513.0 $94K 0.02% NEW $183.40 -6.7%
116 GE GE AEROSPACE Industrials 214.0 $66K 0.01% NEW $308.03 -8.6%
117 IBM INTERNATIONAL BUSINESS MACHS Technology 179.0 $53K 0.01% NEW $296.07 -25.9%
Page 6 of 6  ·  117 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 64.1%
Consumer Cyclical 11.8%
Communication Services 9.5%
Consumer Defensive 5.9%
Financial Services 3.6%
Healthcare 2.6%
Industrials 2.3%
Energy 0.1%